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Tower Wealth Partners, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Tower Wealth Partners, Inc.

报告期 2026-03-31 · CIK 0001852808

持仓数

87

前50大市值合计

$170.1M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

RECS COLUMBIA ETF TR I

RESH ENHNC COR

$19.7M

506,088

11.6%

SPYG SPDR SERIES TRUST

STATE STREET SPD

$19.4M

198,267

11.4%

VSMV VICTORY PORTFOLIOS II

VICTORYSHS US

$18.2M

322,286

10.7%

JAAA JANUS DETROIT STR TR

HENDRSON AAA CL

$17.2M

341,711

10.1%

IJH ISHARES TR

CORE S&P MCP ETF

$12.8M

190,227

7.6%

BUFR FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED

$12.1M

359,485

7.1%

DIVO AMPLIFY ETF TR

CWP ENHANCED DIV

$11.2M

249,595

6.6%

PVAL PUTNAM ETF TRUST

FOCUSED LAR CAP

$8.2M

175,757

4.8%

EDIV SPDR INDEX SHS FDS

STATE STREET SPD

$6.7M

169,205

3.9%

FBND FIDELITY MERRIMACK STR TR

TOTAL BD ETF

$3.7M

80,919

2.2%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$3.1M

9,807

1.8%

AAPL APPLE INC

COM

$2.9M

11,402

1.7%

— EXXON MOBIL CORP

COM

$2.5M

14,632

1.5%

QQQ INVESCO QQQ TR

UNIT SER 1

$2.4M

4,182

1.4%

OUNZ VANECK MERK GOLD ETF

GOLD SHS

$2.2M

48,547

1.3%

SHY ISHARES TR

1 3 YR TREAS BD

$1.8M

21,947

1.1%

AVUV AMERICAN CENTY ETF TR

US SML CP VALU

$1.6M

14,927

1.0%

REGL PROSHARES TR

S&P MDCP 400 DIV

$1.4M

16,670

0.8%

MSFT MICROSOFT CORP

COM

$1.4M

3,693

0.8%

PPL PPL CORP

COM

$1.3M

34,783

0.8%

IDMO INVESCO EXCH TRADED FD TR II

S&P INTL MOMNT

$1.3M

24,140

0.8%

PG PROCTER & GAMBLE CO

COM

$1.3M

8,969

0.8%

HD HOME DEPOT INC

COM

$1.2M

3,670

0.7%

GOOGL ALPHABET INC

CAP STK CL A

$1.0M

3,492

0.6%

CVX CHEVRON CORPORATION

COM

$808.4K

3,907

0.5%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$791.2K

1,651

0.5%

AMZN AMAZON COM INC

COM

$784.6K

3,767

0.5%

JNJ JOHNSON & JOHNSON

COM

$743.8K

3,043

0.4%

TSM TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS

$727.6K

2,153

0.4%

MCD MCDONALDS CORP

COM

$708.0K

2,278

0.4%

T AT&T INC

COM

$681.7K

23,514

0.4%

GS GOLDMAN SACHS GROUP INC

COM

$655.6K

775

0.4%

V VISA INC

COM CL A

$597.5K

1,977

0.4%

CME CME GROUP INC

COM

$594.8K

2,014

0.3%

APH AMPHENOL CORP

CL A

$581.1K

4,599

0.3%

RTX RTX CORPORATION

COM

$560.8K

2,907

0.3%

TJX TJX COS INC NEW

COM

$546.3K

3,421

0.3%

MRK MERCK & CO INC

COM

$544.2K

4,524

0.3%

IBM INTERNATIONAL BUSINESS MACHS

COM

$540.5K

2,230

0.3%

GLW CORNING INC

COM

$524.6K

3,858

0.3%

JPM JPMORGAN CHASE & CO

COM

$523.0K

1,778

0.3%

OKE ONEOK INC NEW

COM

$516.7K

5,716

0.3%

AVGO BROADCOM INC

COM

$511.9K

1,654

0.3%

TY TRI CONTL CORP

COM

$492.9K

15,604

0.3%

AXP AMERICAN EXPRESS CO

COM

$487.6K

1,612

0.3%

NLR VANECK ETF TRUST

URANIUM AND NUCL

$476.6K

3,578

0.3%

— FLEXTRONICS INTL LTD

ORD

$469.7K

7,176

0.3%

IYR ISHARES TR

U.S. REAL ES ETF

$468.5K

4,955

0.3%

XSVN BONDBLOXX ETF TRUST

BLOOMBERG SEVEN

$468.4K

9,815

0.3%

CAT CATERPILLAR INC

COM

$466.9K

659

0.3%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

59%前 6 大占比

RECS11.6%SPYG11.4%VSMV10.7%JAAA10.1%IJH7.6%BUFR7.1%